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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,840 | $106,247-56.9% | $147,096-68.8% | $77,714-41.0% |
| Participation rate | 91.0% | 78.4%+12.6pp | 82.2%+8.8pp | 70.6%+20.4pp |
| Annual return | 24.62% | 56.87%-32.2pp | 419.75%-395.1pp | 31.26%-6.6pp |
| Employer contribution / active EE | $2,923 | $4,069-28.2% | $4,936-40.8% | $2,727+7.2% |
| Participant deferral / active EE | $9,826 | $7,996+22.9% | $8,071+21.7% | $4,649+111.4% |
| Admin fee / account holder | $143 | $338-57.7% | $13,005-98.9% | $433-67.0% |